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Walmart Inc

2,512 hedge funds and large institutions have $124B invested in Walmart Inc in 2020 Q4 according to their latest regulatory filings, with 331 funds opening new positions, 1,079 increasing their positions, 826 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

324% more first-time investments, than exits

New positions opened: 331 | Existing positions closed: 78

31% more repeat investments, than reductions

Existing positions increased: 1,079 | Existing positions reduced: 826

10% more funds holding

Funds holding: 2,2922,512 (+220)

8% more call options, than puts

Call options by funds: $3.56B | Put options by funds: $3.3B

4% more capital invested

Capital invested by funds: $119B → $124B (+$4.26B)

0.25% more ownership

Funds ownership: 90.5%90.75% (+0.25%)

8% less funds holding in top 10

Funds holding in top 10: 120111 (-9)

Holders
2,512
Holders Change
+220
Holders Change %
+9.6%
% of All Funds
44.44%
Holding in Top 10
111
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-7.5%
% of All Funds
1.96%
New
331
Increased
1,079
Reduced
826
Closed
78
Calls
$3.56B
Puts
$3.3B
Net Calls
+$261M
Net Calls Change
-$1.74B
Name Holding Trade Value Shares
Change
Change in
Stake
Two Sigma Investments
101
Two Sigma Investments
New York
$155M -$79M -1,626,762 -34%
First Trust Advisors
102
First Trust Advisors
Illinois
$155M +$3.2M +65,958 +2%
ProShare Advisors
103
ProShare Advisors
Maryland
$152M -$210K -4,323 -0.1%
DZ Bank
104
DZ Bank
Germany
$148M -$6.66M -137,208 -4%
Chevy Chase Trust
105
Chevy Chase Trust
Maryland
$146M -$4.26M -87,750 -3%
Bessemer Group
106
Bessemer Group
New Jersey
$146M +$2.17M +44,622 +1%
Caisse de Depot et Placement du Quebec (CDPQ)
107
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$142M -$20.5M -421,305 -12%
1832 Asset Management
108
1832 Asset Management
Ontario, Canada
$141M -$26.4M -543,555 -16%
RFC
109
Regions Financial Corp
Alabama
$137M -$697K -14,358 -0.5%
N
110
Natixis
France
$137M +$58.7M +1,208,724 +74%
D.E. Shaw & Co
111
D.E. Shaw & Co
New York
$136M +$34.4M +707,673 +33%
Retirement Systems of Alabama
112
Retirement Systems of Alabama
Alabama
$136M -$288K -5,931 -0.2%
LPL Financial
113
LPL Financial
California
$135M +$15.8M +324,648 +13%
Asset Management One
114
Asset Management One
Japan
$133M +$4.59M +94,593 +4%
State of New Jersey Common Pension Fund D
115
State of New Jersey Common Pension Fund D
New Jersey
$130M -$6.78M -139,578 -5%
Lord, Abbett & Co
116
Lord, Abbett & Co
New Jersey
$130M +$18.8M +386,586 +17%
Public Employees Retirement Association of Colorado
117
Public Employees Retirement Association of Colorado
Colorado
$130M +$92.8M +1,910,652 +240%
Ohio Public Employees Retirement System (OPERS)
118
Ohio Public Employees Retirement System (OPERS)
Ohio
$127M +$8.5M +175,050 +7%
CWP
119
Capital Wealth Planning
Florida
$127M +$18.5M +381,459 +17%
PAMU
120
Pictet Asset Management (UK)
United Kingdom
$126M +$1.4M +28,890 +1%
UH
121
Unigestion Holding
Switzerland
$126M -$9.65M -198,735 -7%
Fayez Sarofim & Co
122
Fayez Sarofim & Co
Texas
$125M -$988K -20,337 -0.8%
PGEBT
123
Pactiv General Employee Benefit Trust
Illinois
$123M
LSV Asset Management
124
LSV Asset Management
Illinois
$121M -$33.4M -687,600 -21%
Arrowstreet Capital
125
Arrowstreet Capital
Massachusetts
$121M -$46.4M -955,785 -28%

WMT Hedge Fund Activity: Q4 2020 in Review

2,512 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Walmart Inc (WMT) for Q4 2020, worth a combined $124B — up 3.6% from $119B a quarter earlier.

Buyers outnumbered sellers: 331 funds opened new WMT positions and 78 closed out — a net gain of 253 holders — while 1,079 added to existing stakes and 826 trimmed.

The largest buyer was Jane Street, adding an estimated $287M. The largest seller was State Street, cutting an estimated $453M.

  • 2,512 institutional investors held Walmart Inc (WMT) as of Q4 2020, up from 2,292 in Q3 2020.
  • Funds reported $124B of Walmart Inc stock for Q4 2020, up 3.6% quarter-over-quarter.
  • 331 funds opened new Walmart Inc positions in Q4 2020 and 78 closed out, a net change of +253 holders.
  • The largest Walmart Inc buyer in Q4 2020 was Jane Street, an estimated $287M added.
  • The largest Walmart Inc seller in Q4 2020 was State Street, an estimated $453M sold.

Based on aggregated 13F filings for Q4 2020.